Google Drive
Google Calendar
playbook Template

Send the current page as a PDF via email to meeting participants

This playbook will upload the current page as a PDF to Google Drive and email the link to participants of a Google Calendar event.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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This playbook has been deprecated.
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How does this automation work?

Get current page as PDF
Action
Upload file to Google Drive
Action
Find events
Action
Find event participant email addresses
Action
Share Google Drive file
Action
Run this Google Calendar automation with Bardeen in minutes.

How to run the playbook

Looking to streamline your event documentation process? Look no further! This practical automation is designed to simplify your workflow effortlessly.

With this playbook, you can bid farewell to the hassle of manually creating and sending event materials. It captures the current page as a PDF, uploads it directly to your Google Drive, and then shares the link with all the participants.

No more worrying about forgetting attachments or sending follow-up emails. This automation ensures that all attendees receive the essential information promptly.

Whether you're organizing workshops, webinars, or business meetings, this solution proves invaluable. Save time and energy, and focus on delivering a seamless event experience while the automation handles the documentation.

Let’s set it up!

Step 1: Pin the playbook and integrate Google Calendar, Google Drive and Gmail

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to download the browser extension if you don’t have the Bardeen extension installed. Bardeen will also prompt you to integrate Google Calendar, Google Drive and Gmail, if you haven’t done so already. 

Step 2: Run the playbook and send the current page as a PDF via email

Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and run this playbook. When you do, Bardeen will ask you to specify the event to find the participants.

It will then upload the current page as a PDF to Google Drive and email the link to the participants of the Google Calendar event you specified.

You can also edit the playbook and add your next action to further customize the automation.

Find more Google Calendar and Gmail integrations.

You can also find more about how to increase your personal productivity and automate your meetings workflow.

Run this Google Calendar automation with Bardeen in minutes.

Available actions & triggers

Apps:
Send the current page as a PDF via email to meeting participants
Send the current page as a PDF via email to meeting participants
Send the current page as a PDF via email to meeting participants
Types:
Both
Actions
Triggers
Get event description
Get event description
Action
Download Google Drive file
Download Google Drive file
Action
Find next event
Find next event
Action
Get last event
Get last event
Action
Find Google Drive file or folder
Find Google Drive file or folder
Action
Add description to event
Add description to event
Action
Upload file to Google Drive
Upload file to Google Drive
Action
Add participant to event
Add participant to event
Action
Find events
Find events
Action
When Google Drive file is created
When Google Drive file is created
Trigger
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FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

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